U.S. Capital Wealth Advisors’s Nu Holdings NU Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$2.04K	–	1214
2022 Q4	$2.04K	Buy	+500	New	+$2.17K	﹤0.01%	1484

Other funds holding NU

Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's NU Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Nu Holdings (NU) in Q1 2023, closing a stake of 500 shares — an estimated $2.04K sold.

U.S. Capital Wealth Advisors first reported a position in NU in Q4 2022 and held it in 1 quarter. The position peaked at $2.04K in Q4 2022. 301 funds tracked by Wall St. Rank hold NU as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Nu Holdings position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 500 Nu Holdings shares in Q1 2023, an estimated $2.04K.
U.S. Capital Wealth Advisors first reported a position in Nu Holdings in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Nu Holdings position peaked at $2.04K in Q4 2022.
301 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.